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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of "Recommended (Book) Reading for Financial Advisors", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

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Why did Reliance stock fall by 50%?

Trade Brains

Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65. The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure.

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Crypto Investors Are Choosing Japan Over India; Here’s Why

Trade Brains

Firstly, it legally recognised cryptocurrencies as payment methods back in 2017. This early move provided essential certainty under the Payment Services Act. Furthermore, its Financial Services Agency (FSA) demands rigorous licensing. Adopting a simpler, flatter rate like Japan’s planned system seems essential.

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Fintech Stock Targets ₹100 Cr Profit in FY26, Digital Surge Boosts Growth Outlook

Trade Brains

This small-cap fintech stock, Financial Inclusion Network Operations (FINO), offering a wide range of digital-first financial services across India through its pan-India distribution network, is in focus after its management set a Rs 100 crore profit target for FY26. per share from its previous closing price of Rs 288.00

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3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. The average NPS score for financial services firms is 44, down from 46 in 2022. percent versus 27.8

B2C 101
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Fundamental Analysis of Reliance Industries – Future Plans, Financials & More

Trade Brains

Now we’ll study its various businesses in the next section of our fundamental analysis of RIL Business Segments The conglomerate groups its various businesses into five major segments: retail, digital services, oil to chemicals, oil & gas exploration, financial services, and others. for FY21 and FY22. for the last six years.